Reporter: Maria Sanchez
Good evening Moreno Valley and welcome back to our legal spotlight series. I’m here today with Steve Bliss, a well-respected probate attorney serving the Moreno Valley community. Steve, thank you for taking the time to speak with me.
Steve Bliss: My Pleasure, Maria. Always happy to help educate folks on these important matters.
Today we want to focus on estate planning and specifically trusts. Can you tell us a little bit about why someone in Moreno Valley might consider setting up a trust?
Steve Bliss: Absolutely. Trusts are incredibly valuable tools for protecting assets, minimizing taxes, and ensuring your wishes are carried out after you’re gone.
For instance, let’s talk about the Special Needs Trust (SNT). This type of trust is designed to provide for a beneficiary with disabilities without jeopardizing their eligibility for crucial government benefits like Supplemental Security Income (SSI) or Medi-Cal. It allows families to set aside funds specifically for the beneficiary’s care and well-being while ensuring they don’t exceed income limits for these vital programs.
Consequently, SNTs offer peace of mind knowing that a loved one with special needs will have ongoing financial support without compromising their access to essential healthcare and assistance. Imagine a parent working tirelessly to provide for their child with autism. An SNT allows them to leave behind a legacy of care and security, even after they’re gone.
Moreover, according to the National Disability Rights Network, over 40 million Americans live with disabilities. Many of these individuals rely on government assistance programs, making SNTs an increasingly important tool for ensuring their financial well-being.
I recall a case where a young woman with Down syndrome inherited funds from her grandparents. By establishing an SNT, we were able to protect those assets and ensure they were used solely for her benefit – things like medical expenses, therapy, and even pursuing her passion for pottery classes. Seeing the joy on her face when she realized she could continue these enriching activities thanks to the trust was truly heartwarming.
Nevertheless, setting up an SNT requires careful legal guidance. It’s essential to work with an experienced attorney who understands the complexities of special needs planning and can tailor the trust to meet the specific needs of the beneficiary.
Maria Sanchez: Thank you for sharing that touching story, Steve.
Clearly, trusts offer significant benefits. How can folks in Moreno Valley get started?
Steve Bliss: The best first step is to schedule a consultation with an experienced probate attorney. We can discuss your individual circumstances, goals, and determine the most appropriate type of trust for your needs. My team at Moreno Valley Probate Law is dedicated to providing personalized guidance and support throughout the entire process.
“I was incredibly overwhelmed after my husband passed away, but Steve Bliss and his team made everything so much easier,” shared one satisfied client. “They were patient, compassionate, and explained everything clearly. I felt confident knowing my family’s future was in good hands.”
“Moreno Valley Probate Law helped me protect my assets for my children while minimizing estate taxes,” another client remarked. “Steve is a true expert in his field. He always had my best interests at heart.”
Take Control of Your Legacy – Contact Moreno Valley Probate Law Today!
About Steven F. Bliss Esq. at Moreno Valley Probate Law:
Moreno Valley Probate Law is an experienced probate attorney. The probate process has many steps in probate proceedings. Beside Probate, estate planning and trust administration is offered at Moreno Valley Probate Law. Our probate attorney will probate the estate. Attorney probate at Moreno Valley Probate Law. A formal probate is required to administer the estate. The probate court may offer an unsupervised probate get a probate attorney. Moreno Valley Probate law will petition to open probate for you. Don’t go through a costly probate call Moreno Valley Probate Attorney Today. Call for estate planning, wills and trusts, probate too. Moreno Valley Probate Law is a great estate lawyer. Affordable Legal Services.
My skills are as follows:
● Probate Law: Efficiently navigate the court process.
● Probate Law: Minimize taxes & distribute assets smoothly.
● Trust Law: Protect your legacy & loved ones with wills & trusts.
● Bankruptcy Law: Knowledgeable guidance helping clients regain financial stability.
● Compassionate & client-focused. We explain things clearly.
● Free consultation.
Map To Moreno Valley Probate Law: https://maps.app.goo.gl/C7zg2U6pn1B6KyXN8
Address:
Moreno Valley Probate Law23328 Olive Wood Plaza Dr suite h, Moreno Valley, CA 92553
(951) 363-4949
Feel free to ask Attorney Steve Bliss about: “How much does it cost to set up a trust in Moreno Valley?” Or any other related questions that you may have about Trusts or my trust law practice.
Important Facts About Moreno Valley Probate Law
- Special Needs Trust Attorney
- Spendthrift Trust Attorney
- Tax By-Pass Trust Attorney
- Totten Trust Attorney
- Constructive Trust Attorney
- Charitable Trust Attorney
- Asset Protection Trust Attorney
- Irrevocable Trust Attorney
- Revocable Trusts Attorney
- Living Trust Attorney